We are not the cheapest and certainly not the most expensive. We always aim to provide real and lasting value for money.
There are no hidden charges when you work with Informed Choice; we tell you exactly what you are going to pay for our services.
You can download our Retail Client Agreement here
As you would expect with our approach, we are simply not influenced by commission payments from product providers.
The initial meeting is always held without charge (at our expense) and without obligation.
Following this first meeting we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services. We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.
Typical fees
Our fees are charged in the three separate areas of advice, implementation and review.
We charge a project fee for advice, typically in the range of £735 to £1,350. Our Financial
Planning fee for our LifeWealth Design service is £2,000. We will invoice you for the advice fee on the satisfactory completion of the advice services described in your engagement letter.
For advisory services we typically charge an implementation fee, starting at 2.0% of the amount invested, with a minimum charge of £250.
For reviews and ongoing service, we typically charge a fee equivalent to 0.6% of the value of
investments under management, depending on the intensity of the review service we provide, with a minimum charge of £500 per annum.
For our LifeWealth Design service we charge a fee equivalent to 1.0% of the value of your investments under management, with a minimum charge of £2,000 per annum. This annual fee includes the cost of ongoing investment advice and your annual planning fee.
Call us on 01483 274566 or complete our enquiry form to arrange your meeting.
